In this digest, we bring you the most insightful free online content, curated by the team at MOI Global. This substack aspires to be a platform for your growth, whether you are on the hunt for great ideas, looking to learn from great investors, or building a great investment firm.
11 Articles We Are Reading This Week
Best days - Cliff Asness
Hypotheses - Polymath Investor
Going broke - Ray Dalio
Great recession - Scott Sumner
Stellar societies - Eric Markowitz
Death of growth - Javier Perez
Migrate to survive - Joachim Klement
Flex compensation - Thomas Reiner
Long game of trust - Kevin Carpenter
Evaluating resilience - Todd Wenning
Quest to remove friction - Rohit Krishnan
Letters, Presentations, Writeups…
Industry Insights: AI | apparel retail | banking | biotech | gaming | housing | internet search | payment processing | real assets | software
Letters: Ace River | Donville Kent | GDS | Fairlight | Merrill | Sohra Peak
Company Insights: AutoNation | Broadcom | Howden Joinery | Paypal | Sable Offshore | Sasol | Telefonica Brasil | Trager Grills
Company Slides: ABM Industries | America’s Car-Mart | Core & Main | GitLab | Graham | Inditex | J.M. Smucker | Skillsoft | UNFI | Victoria’s Secret
“A superior investor is one who, after his mistakes, remains humble and disciplined, and never assumes he's found all the answers.” —Howard Marks
5 Videos We Are Watching This Week
Grit - Zoom founder Eric Yuan on refreshing the company culture
Norges - Wharton Prof. Ethan Mollick on harnessing AI's potential
DoubleLine - Jeffrey Gundlach on increasingly surreal disconnects
India Opportunity - Prof. Sanjay Bakshi on value-oriented investing
Knowledge Project - Reed Hastings on Netflix’s game-changing bet
5 Podcasts We Are Listening to This Week
BG2 - Bill Gurley and Brad Gerstner on AI, rare earths, and China
Dwarkesh - Ken Rogoff on China, inflation, the coming debt crisis
Value Perspective - Herb Greenberg on social media, short selling
Value After Hours - John Huber on small-cap value and the Mag 7
Joys of Compounding - Will Thorndike revisits “The Outsiders”
Member Updates & Events
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